LifePlan Financial Group’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

LifePlan Financial Group’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-9,360	Closed	-$276K	–	116
2016 Q4	$276K	Sell	9,360 -2,382	-20%	-$70.3K	0.19%	92
2016 Q3	$341K	Buy	11,742 +1,164	+11%	+$34.1K	0.23%	75
2016 Q2	$296K	Buy	10,578 +168	+2%	+$4.79K	0.2%	80
2016 Q1	$308K	Sell	10,410 -2,598	-20%	-$71.2K	0.22%	70
2015 Q4	$367K	Sell	13,008 -3,795	-23%	-$111K	0.26%	62
2015 Q3	$472K	Sell	16,803 -4,899	-23%	-$145K	0.34%	51
2015 Q2	$654K	Buy	+21,702	New	+$661K	0.44%	55

Other funds holding RSPD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

SignalPoint Asset Management Springfield, Missouri $411M AUM 23.81% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

LifePlan Financial Group's RSPD Position: Q1 2017 in Review

LifePlan Financial Group sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2017, closing a stake of 9,360 shares — an estimated $276K sold.

LifePlan Financial Group first reported a position in RSPD in Q2 2015 and held it in 7 quarters. The position peaked at $654K in Q2 2015. 30 funds tracked by Wall St. Rank hold RSPD as of Q1 2017.

LifePlan Financial Group reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2017 after selling out during the quarter.
LifePlan Financial Group sold 9,360 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2017, an estimated $276K.
LifePlan Financial Group first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q2 2015 and held it in 7 quarters.
LifePlan Financial Group's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $654K in Q2 2015.
30 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2017.

Based on LifePlan Financial Group's 13F filing for Q1 2017, filed 6 Apr 2017.